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The Challenges of Finding and Buying the Right Home with Bill and Val Fillmore

Discovering the perfect home marks merely the initial hurdle on your path to selecting the ideal place to build your life. However, it doesn’t end there. Have you pondered the intricacies of insurance and its financial implications? Is the community you’re eyeing genuinely tailored to meet your unique requirements? Moreover, have you considered the financial impact of those who will share your living space?

In this captivating installment, Ken New teams up with Bill and Val Fillmore, esteemed realtors from Hoven Real Estate, to unravel the complexities that prospective homebuyers encounter when seeking out an appealing location. Brace yourself as they delve into indispensable factors to deliberate when determining where to invest and identifying the type of housing that harmonizes flawlessly with your financial goals.

Bill and Val explore:

  • How housing preferences have transformed in the wake of the pandemic and the resulting financial implications
  • The significance of considering environmental factors and evaluating the financial impact of insurance expenses associated with potential problems.
  • Key questions to contemplate when downsizing during retirement, taking into account the financial implications and optimizing your financial strategy.
  • The unique considerations for first-time home buyers, retirees, and business owners, offering personalized financial advice for each stage of life.
  • And more

Other ways to listen

I think you really have to ask some hard questions.

Bill & Val FillmoreReal Estate Professionals | Hoven Real Estate


Our Speakers

The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

Real Estate Professionals | Hoven Real Estate

Bill & Val Fillmore

Bill and Val’s journey to Real Estate followed successful career paths in the world of Customer Experience. Both held senior roles supporting such national brands as Bausch & Lomb, Sprint, Capital One, AT&T, Ford & Lincoln Motor Companies, and Leonardo DRS

Val and Bill leverage their knowledge and skills from those experiences to ensure their clients receive timely, accurate, and insightful information at all times through their journey to buy, sell or invest in Real Estate.

Bill and Val are excited to be part of unlocking the door to your dreams.

Financial Advisor

Ken New

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.

Planning to downsize your home after retirement? Consider what you truly need during retirement rather than what you want to keep.

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P: (321) 454-3623
Monday-Friday 9AM-5PM

Office Address

1351 N Courtenay Pkwy.
Suite BB
Merritt Island, FL 32953

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